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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,897 | $107,030-16.0% | $73,550+22.2% | $147,586-39.1% |
| Participation rate | 16.7% | 66.4%-49.7pp | 54.9%-38.3pp | 82.8%-66.2pp |
| Annual return | 5.94% | 38.25%-32.3pp | -15.16%+21.1pp | 578.59%-572.6pp |
| Employer contribution / active EE | $625 | $1,760-64.5% | $1,219-48.7% | $4,876-87.2% |
| Participant deferral / active EE | $833 | $2,458-66.1% | $1,804-53.8% | $5,439-84.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |